AF

Advisornet Financial Portfolio holdings

AUM $1.77B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
-$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,295
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$5.56M
3
+$4.58M
4
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$4.21M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$4.2M

Top Sells

1
+$61.7M
2
+$59.5M
3
+$15.1M
4
ORCL icon
Oracle
ORCL
+$6.86M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$6.28M

Sector Composition

1 Technology 8.97%
2 Financials 4.62%
3 Industrials 4.25%
4 Healthcare 3.47%
5 Consumer Discretionary 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.74M 0.15%
24,809
-4,048
152
$1.74M 0.15%
17,515
-11,387
153
$1.72M 0.14%
11,895
+252
154
$1.71M 0.14%
67,567
+4,048
155
$1.69M 0.14%
18,652
+15,207
156
$1.69M 0.14%
21,562
-3,426
157
$1.68M 0.14%
78,860
+9,816
158
$1.67M 0.14%
59,835
+287
159
$1.66M 0.14%
28,143
+1,437
160
$1.63M 0.14%
73,442
+14,031
161
$1.61M 0.13%
11,117
-1,421
162
$1.58M 0.13%
932
-45
163
$1.58M 0.13%
64,512
-1,539
164
$1.58M 0.13%
6,416
+657
165
$1.58M 0.13%
71,763
-174
166
$1.46M 0.12%
15,963
+14,500
167
$1.45M 0.12%
19,230
-923
168
$1.41M 0.12%
7,386
-13,005
169
$1.41M 0.12%
51,411
-2,092
170
$1.41M 0.12%
8,823
-94,395
171
$1.4M 0.12%
32,173
-384
172
$1.4M 0.12%
8,414
-41,169
173
$1.4M 0.12%
6,215
-146
174
$1.4M 0.12%
21,314
-1,065
175
$1.36M 0.11%
6,181
-3
5 6
7
8 9